Jeniffer McKenzie
Associate Insurance Advisor
AB
Work Preference
Summary
Dynamic insurance advisor with a proven track record at Verstappen Assurance Ltd, adept at customizing insurance solutions and enhancing client relationships. Skilled in casualty insurance and client prospecting, I excel in delivering tailored policy explanations and administrative support, driving client satisfaction and business growth.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Level 1 ASSOCIATE INSURANCE ADVISOR
Verstappen Assurance Ltd
Grimshaw, Canada
09.2021 - 09.2025
- Customized insurance programs to suit individual customers, often covered variety of risks.
- Sold insurance policies to businesses and individuals on behalf of insurance companies.
- Performed administrative task such as maintaining records and handling policy renewals.
- Called on policyholders to deliver and explain policy and to analyses insurance program and suggest additions and changes.
- Sought out new clients and developed clientele by networking to find new customers and generate list of prospective clients.
- Offered a variety of services like life insurance, TFSA, Retirement plan and disability coverage.
- Prepared and processed commercial policy application to Nordic and Premier.
Food and Beverage Supervisor
Hyatt Calgary
Calgary, Canada
01.2011 - 06.2013
- In charged of floor plans and lay out designs for Banquet Events.
- Overseeing the daily operation of the hotel.
- Helped and assisted staffs on set up Banquet and bars.
- Helped meeting concierge and event planner.
- Managing budget and implementing marketing strategies.
- Communicate and helped client to facilitate events.
Skills
- Customer service expertise
- Client prospecting strategies
- Casualty insurance knowledge
- Policy feature explanations
- Administrative support skills
- Microsoft Office proficiency
- Salesforce utilization
- Billing management
- Basic accounting principles
- Client relationship development
References
Available upon request.
Certification
- Level 1 General Insurance Certificare
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Level 1 ASSOCIATE INSURANCE ADVISOR
Verstappen Assurance Ltd
09.2021 - 09.2025
Food and Beverage Supervisor
Hyatt Calgary
01.2011 - 06.2013